Last updated: October 2026
Draft notice: these terms should be reviewed by a qualified professional before they are relied on.
These terms apply to your use of this website, including its articles, resources and the CRM Health Check. By using the site you agree to them. If you don’t agree, please don’t use the site.
Client work is covered separately
These terms only cover the website. Any audit, consultation, implementation or other engagement is governed by the proposal and agreement we sign with you for that work. If anything on this website conflicts with a signed agreement, the agreement wins.
Information on this site
Our guides and resources are written to be practical and accurate at the time of publication. CRM and marketing platforms change their features, settings and names often, so details may go out of date. The content is general information, not advice for your specific situation. Before making significant changes to a live system, check the platform’s current documentation and, where appropriate, get advice that takes your setup into account.
The CRM Health Check and other tools
The CRM Health Check gives an indicative result based only on the answers you provide. It can’t see your systems, data or configuration, and it isn’t an audit. Treat its results as a pointer to areas that may deserve a closer look, not as a finding or a recommendation to make any particular change.
Pricing
Prices shown on this website are starting prices to help you judge whether an engagement is within reach. They aren’t offers. The actual price for any work is set out in a written proposal after we understand your systems and goals.
Using our content
The text, graphics, layouts and tools on this website belong to CRMmentor or are used with permission. You’re welcome to read, share links to and print pages for your own internal use. You may not republish, sell or reproduce substantial parts of the site, or present our content as your own, without written permission.
Acceptable use
When using the site, please don’t:
- submit false information or someone else’s details through our forms
- try to gain unauthorized access to the site or the systems behind it
- interfere with the site’s operation, including by automated scraping that places an unreasonable load on it
- use the site for anything unlawful
Third-party names and links
We mention platforms such as HubSpot, Klaviyo, Zoho and others because we work with them. Their names and trademarks belong to their owners. Mentioning a platform doesn’t mean we are endorsed by, affiliated with or a certified partner of that company unless we say so explicitly.
Links to other websites are provided for convenience. We don’t control those sites and aren’t responsible for their content or how they handle your information.
Availability
We try to keep the site available and working, but we can’t guarantee it will always be uninterrupted or error-free. We may change, suspend or remove parts of the site at any time.
Liability
To the extent permitted by law, the website and its content are provided “as is”, and we aren’t liable for any loss arising from your use of, or reliance on, the website, its resources or tool results. Nothing in these terms limits liability that can’t be limited by law.
Privacy
Our privacy policy explains how we handle personal information submitted through the site, and our cookie policy explains our use of cookies.
Changes to these terms
We may update these terms from time to time. The date at the top shows when they were last changed. Continuing to use the site after a change means you accept the updated terms.
Governing law
These terms are governed by the laws of [jurisdiction], and disputes relating to them are subject to the courts of [jurisdiction], unless the law where you live requires otherwise.
Contact
Questions about these terms can be sent to the email address on our Contact page.